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Parsec In The News
The proliferation of online accounts and assets in the digital age makes planning for access and transfer of digital assets an essential part of any estate plan. With all due respect to Warren Zevon’s 1976 release I’ll sleep when I’m dead, tweeting once we reach our eternal slumber probably isn’t something on any of our
A donor advised fund (DAF) is a charitable savings account, a type of charitable vehicle opened with a public charity, often a community foundation
As a Parsec client, you might wonder how we choose and monitor the investments in your portfolio. Because we value transparency, we would like to shed some light on how we make these decisions and give you some insight into your investments’ journey at Parsec. When it comes to individual stock selection, fundamental analysis is
Turning 65 made me think about financial security, or perhaps to think about it differently than I did at 45. My perspective on what exactly financial security is has evolved over the years.
When you see trading activity in your account, it generally falls into three main categories: raising or investing cash, rebalancing, and block trading.
Company stock buybacks recently surpassed 2007’s prior record of $172 billion. As of the first quarter 2018, buybacks from the S&P 500 Index constituents reached $178 billion
There is already enough to think about when it comes to moving, whether it is down the street, across state lines or even to another country. Make sure to take the necessary time to review estate documents during the moving process. Read more:
Parsec Financial Longevity Forum
A robust library of educational content provided by local experts on various aspects of aging well such as wills and estates, long-term care, nutrition, financial advice, planning for your legacy and more.